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| Provider | Service type | Compensation |
|---|---|---|
DOMINIC TOCCO III1+ years Service code 30 · EIN 34-1001594 707 BROOKPARK ROAD · CLEVELAND, OH 44109 | Employee (plan) | $52,303 |
GOLDSTEIN GRAGEL LLC1+ years Service code 29 · EIN 26-3575398 526 SUPERIOR AVENUE STE 1040 · CLEVELAND, OH 44114 | Legal | $29,128 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS LLC Service code 11 · EIN 13-3954297 231 SOUTH BEMISTON AVE STE 400 · ST LOUIS, MO 63105 | Actuarial | $28,116 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $127,229-100.0% | $115,939-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 22.8%-22.8pp | 19.3%-19.3pp | 45.6%-45.6pp |
| Annual return | 194.51% | 3.55%+191.0pp | 3.97%+190.5pp | 4.16%+190.4pp |
| Employer contribution / active EE | $0 | $33,688-100.0% | $28,168-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $205-100.0% | $274-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $15,835-100.0% | $12,837-100.0% | $21,465-100.0% |